The Quilter Foundation
Analysis
The Quilter Foundation is a registered charity in England and Wales, based in London. It was registered in November 2017, 9 years ago. Its declared purposes cover other charitable purposes, which this site groups under other charitable purposes. Legally it is a charitable incorporated organisation (CIO). It says it makes grants to organisations and other charitable activities.
In the financial year ending December 2025, The Quilter Foundation reported income of £671k and spending of £444k, leaving 34% of income unspent that year. Across the 5 years on record, from December 2021 to December 2025, income grew from £522k to £671k (+28%), an average of +6.5% a year. The sharpest change came in the year to December 2022, when income rose by 36%. Over the whole period it spent 94% of the income it received.
Among 1,463 England and Wales charities whose main cause is other charitable purposes and that reported income, The Quilter Foundation sits at the 95th percentile: it is larger than about 94% of them. Against every charity in England and Wales with reported income it ranks in the 92nd percentile. Charities of a similar size with the same main cause include Phoenix Domestic Abuse Services (£665k), Royal Navy Winter Sports Association (£700k) and Asylum Justice (£634k).
In its latest detailed accounts, income came from donations and legacies 67%, investments 26% and trading 6.9%. Charitable activities took 90% of spending and raising funds 9.7%. Reserves of £10.0m would cover about 270 months of spending at that rate.
Income and spending
Where the income comes from
- Donations 67%
- Trading 6.9%
- Investments 26%
In the charity's own words
The Quilter Foundation's vision is a society where everyone, regardless of age or background, has the skills and confidence to make informed financial decisions. We achieve this by helping organisations run programmes that empower people to plan and manage their money throughout their lives, through a combination of strategic partnerships and community-based grant programmes.
Similar-sized charities, same cause
| Charity | Location | Income |
|---|---|---|
| Phoenix Domestic Abuse Services | Abertillery | £665k |
| Royal Navy Winter Sports Association | Portsmouth | £700k |
| Asylum Justice | Cardiff | £634k |
| Charitable Giving | Tavistock | £708k |